Private Wealth Consultant

Job Description Summary

The Private Wealth Consulting team is a dedicated team providing high touch, comprehensive planning addressing the sophisticated needs of families with significant means (greater than $25M). As a private wealth consultant, you will be knowledgeable of ultra- high- net- worth wealth management services and solutions that provide a coordinated approach to wealth transfer opportunities, risk management needs, and tax strategies to achieve the clients' planning objectives. You will lead large consulting strategies with a significant business impact involving cross-functional department teams and resources. You will be expected to present at various conferences and client meetings to discuss complex planning strategies and the broader capabilities of the firm with the ultra-high- net- worth client segment. We are looking for a confident, poise professional to join the team to provide indispensable service to our financial advisors and their clients.

Job Description

Essential Duties and Responsibilities

• Serve as an educational and technical resource to manage the complexities of ultra-high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; as well as provide expertise for business owner and corporate executive strategies.
• Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings).
• Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning.
• Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to identify planning needs; determine a planning road map; and track completed objectives.
• Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise.
• Responsible for proactively building and maintaining relationships to help create awareness of our private wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements.
• Extensive collaboration with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client's legal and tax professionals (e.g. attorney or CPA).
• Leverages planning software tools to provide modeling guidance for financial advisors and their clients.
• Frequent participation in advisor education events and client meetings to facilitation asset growth and consolidation.
• Participate in strategic development of new service offerings.

Knowledge, Skills, and Abilities

Knowledge of

Skill in

Ability to

Educational / Previous Experience Requirements

Licenses / Certifications

Education

Bachelor's, Bachelor's : Business Administration

Work Experience

General Experience - 10 to 15 years

Certifications

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc., Certified Private Wealth Advisor (CPWA) - Investments & Wealth Institute, GS (pre 5 / 77 - No Options) - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to :

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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